Table of Contents
Acquisitions
Providers
Funding Sources and Funds
Acquisitions Searching
Order Record Loading
Purchase Orders
Line Items
Cancelling Orders
On Order Item Processing
Selection Lists
Invoices
EDI
Fiscal Close
Miscellaneous
Acquisitions
Providers
Provider Search Interface
Create/Edit a Provider Record
Funding Sources and Funds
Fund Administration Interface
About Funding Sources
Grid Actions for a Selected Funding Source
Create a New Funding Source
Crediting (Adding Money to) a Funding Source
Moving Money from a Fund back to a Funding Source
About Funds
Grid Actions for a Fund
Creating a New Fund
Allocating Money to a Fund
Viewing Fund Details
Marking a Fund Inactive
Interpreting Fund Totals
Configuring a Fund Summary Report in Fund Administration
Fund Tags
Acquisitions Searching
Acquisitions Search Interface
Creating a Custom Default Search
Line Items Search Tab
Purchase Orders Search Tab
Invoices Search Tab
Selection Lists Search Tab
Finding the Line Item Associated With an Item
How to Retrieve Open Invoices
Order Record Loading
Load MARC Order Record Templates
Loading a File of Order Records
Purchase Orders
Purchase Order Overview
Activating a Purchase Order
Create a Purchase Order Manually Within Evergreen
Setting a Purchase Order for Overnight Deletion
Line Items
Line Item Overview
Line Item Items
Distribution Formulas
Apply a Distribution Formula
Line Item Notes and Alerts
About Line Item Alert Notifications
How to Delete an Item from a Line Item
Line Item Filter and Sort Options in the Purchase Order
Batch Updating Line Items in a Pending Purchase Order
Batch Updating Funds in an Activated Purchase Order
Changing the Line Item Estimated Price After Activation
Cancelling Orders
About Cancelling Orders
Cancelling an Entire Purchase Order
Cancelling a Line Item
Cancelling Items in a Line Item
On Order Item Processing
Processing/Cataloging Acquisitions Items
Selection Lists
About Selection Lists
Creating a New Selection List
Adding Line Items to a Selection List
Viewing Selection Lists Owned by Others at Your Library
Cloning a Selection List
Merging Selection Lists
Deleting Selection Lists
Invoices
Invoice Overview
– Updated for 3.13.5
Invoice Overview - Legacy
Creating an Invoice Manually
– Updated for 3.13.5
Creating an Invoice Manually - Legacy
Linking an Invoice to a Purchase Order
Blanket Orders
Invoicing Blanket Orders
– Updated for 3.13.5
Invoicing Blanket Orders - Legacy
Direct Charges
– Updated for 3.13.5
Direct Charges - Legacy
Credit Memos
– Updated for 3.13.5
Credit Memos - Legacy
Retrieve Open Invoices
Processing EDI Invoices
EDI
EDI – Electronic Data Interchange
Fiscal Close
Fiscal Close Checklist
Fund Propagation and Rollover
Fiscal Close
Updating a Funds Report for the New Fiscal Year
Miscellaneous
Cancel Reasons and How to Use Them
Acquisitions Glossary